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The Financial Planner's AI Assistant

Save time. Serve more clients

We believe that AI can transform the financial advice industry.

It will not replace the vital relationship between client and adviser, but it will help wealth managers to expand their reach. Most advisers spend over 40% of their time on admin. This often means additional staff to help with creating and managing documentation and records.

We’ve created Planner Pal to help financial advisers and their teams to:

  • Grow their businesses
  • Spend more time on high-impact activities
  • Manage client data and AI securely

PlannerPal Solutions

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